Documents, Photos, Forms & Attachments
200 results found
-
Photo Report
I would like to create a report showing any new photo’s that were uploaded over a certain time period –
26 votes -
Moving the Signature Area
It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.
23 votes -
E-Signature for work orders
I would like to add an option to electronically sign a work order.
18 votes -
Customizable Signature Line
I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.
3 votes -
Customize the email "You have a document to sign"
The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.
20 votes -
Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
12 votes -
Ability to select email template when sending document for signature
Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.
23 votes -
Download Completed Forms
Would like to be able to download forms or have it as a document that can be sent as an attachment
6 votes -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
Upload Standard Templates into JN
A way to upload our standard templates into JN and fill them in & send to customer from JN
3 votes -
Uploading Videos
Would like the option to preview a video when you upload it into documents under a customer file
19 votes -
Organize Documents
It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.
11 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
5 votes -
Create folders for pictures
Be able to create multiple folders for pictures
11 votes -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
7 votes -
Time Date Stamp on photos
Time Date Stamp on photos
5 votes -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
10 votes -
Add a page to a signed document
Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.
3 votes -
uploading multiple photos nimbus auto names most photos the same name
, so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.
07/08/2021 11:50:45.jpeg
Type: Document
Size: 124 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 354 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 303 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021…11 votes
- Don't see your idea?